How do I create a cash deal?

A cash deal is any deal that does not have a lien holder. To create a cash deal:

  1. Start the deal from the Home tab.
  2. On the Customer tab, complete applicant information. Be sure to check the Cash Deal box. Checking the Cash Deal box reduces the required (bold) fields. Click the Save button when you are done.
  3. On the Collateral tab, enter collateral information for an automobile, marine, powersport, or other collateral. Click the Save button when you are done.
  4. On the Structure tab, enter trade-in and deal structure information.
  5. Print the forms.
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